Merrill Lynch Financial Advisor Brad Castillo

Services Offered

• investment advice
• retirement planning
• asset allocation
• portfolio management

About

Brad Castillo is a financial advisor based in La Jolla, California, providing investment advice and strategies tailored to individual clients' life goals and financial situations. He focuses on understanding clients' risk tolerance, time horizons, and liquidity needs to create effective investment plans. Brad offers a range of services including retirement planning, asset allocation, and portfolio management. His practice is dedicated to helping individuals and families achieve their financial objectives through personalized guidance.

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